Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HOOG -57.58% -25.63% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 03/21/2025
More Performance Analytics Comparison
Name Start Date End Date
HOOG 03/21/2025 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025
Annualized Return (%) 7.11 -25.63 NA NA NA NA NA -57.58 291.39
Sharpe Ratio NA -0.26 NA NA NA NA NA -0.61 3.42
Standard Deviation(%) NA 137.87 NA NA NA NA NA 149.86 139.07
Draw Down(%) NA 86.94 NA NA NA NA NA 76.24 56.25
Yield(%) 0.00 19.37 14.42 8.65 4.32 2.88 2.16 0.00 43.25
Data as of 06/10/2026, Common starting date is 03/21/2025
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOOG (HOOG) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HOOG (HOOG) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return